Introduction

This Privacy Policy outlines how we collect, use, store, and protect your personal information. We are committed to safeguarding your privacy and ensuring that your personal data is handled in compliance with applicable laws and regulations.

1. Types of Information Collected

We may collect the following types of information, among others:

• Personal Identifiers: Name, date of birth, and contact details.

• Financial Information: Bank statements, credit card details, and salary details.

• Professional Details: Employer’s name, address, and phone number.

• Sensitive Data: Health details and criminal convictions, where applicable.

2. Methods of Collection

We collect information through various means, including:

• Direct Interactions: Forms, emails, and phone calls.

• Third Parties: Affiliates, service providers, and publicly available sources.

• Automated Tools: Cookies and web beacons when you visit our website.

3. Purposes of Collection

We use your information for purposes including:

• Financial Suitability Assessments: Assessing the suitability of financial advice and services.

• Transactions: Facilitating transactions and processing payments.

• Compliance: Ensuring compliance with legal and regulatory obligations.

• Improvements: Enhancing our products, services, and digital platforms.

4. Legal Basis for Processing

We process personal data based on the following legal grounds:

• Performance of a Contract: To provide services requested by you.

• Legitimate Interests: Such as fraud prevention and marketing.

• Legal Compliance: Meeting legal obligations.

• Consent: Where required for specific purposes.

5. Sharing of Information

We may share your data with:

• Third Parties: Financial institutions, insurance companies, and vetted affiliates.

• Service Providers: Entities performing tasks on our behalf.

• Legal Authorities: Regulatory bodies when required by law.

6. Data Retention

We retain personal data for as long as necessary to fulfill the purposes outlined in this policy or as required by law. Typically, this is for seven years after your last interaction with us.

7. International Data Transfers

Your data may be transferred to countries outside of your own. When this occurs, we take appropriate measures to ensure your data is protected, adhering to applicable legal standards.

8. Profiling

We may use profiling, including:

• Direct Profiling: To comply with legal obligations.

• Indirect Profiling: To create anonymized reports for research and marketing purposes.

9. Your Rights

You have the right to:

• Access, Update, or Correct: Your personal data.

• Object to Processing: Or request data deletion.

• Withdraw Consent: Where processing is based on your consent.

To exercise these rights, contact us at the details provided below.

10. Security Measures

We implement administrative, technical, and physical safeguards to protect your data against unauthorized access, disclosure, or loss. While we strive to secure your information, no method of online transmission or storage is entirely secure.

11. Contact Us

If you have concerns about this Privacy Policy or how your data is handled, please contact us:

Barrett Mortgages
Address: 84 Ashley Road, Poole, Dorset, BH14 9EP
Email: enquires@barrettmortgages.com